Billionaire's Portfolio

November 26, 2019 In early October, when the President shook the hand of the Vice Premier of China in the…

November 25, 2019 Stocks are trading to another new record high today, as we near the last month of the…

November 22, 2019 This past week, we've discussed the effect of expanding central bank balance sheets on stocks and the…

November 21, 2019 The ECB restarted its QE program this month.  The plan is to buy 20 billion euros worth…

November 20, 2019 Stop me if you've heard this one before:   'sources say, trade deal might not happen.'  These unnamed…

November 19, 2019 Historically, when the Fed ends a tightening cycle, it has been a great time to be in…

November 18, 2019 As we've discussed, the Fed has gone from shrinking the balance sheet (quantitative tightening) to expanding the…

November 15, 2019 We've talked about the melt-up scenario for stocks heading into the end of the year.  That's what…

November 14, 2019 As Trump has been battling China over the past nearly two years, in an effort to level the playing…

November 13, 2019 Powell's testimony to the Congressional economic committee today was a reminder for markets that the Fed has…